iShares S&P 500 Value Index shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 20k | 206.51 |
| 2025-06-30 | $3.9M | 20k | 195.42 |
| 2025-03-31 | $3.3M | 17k | 190.58 |
| 2024-12-31 | $3.3M | 17k | 190.88 |
| 2024-09-30 | $3.4M | 18k | 197.17 |
| 2024-06-30 | $3.0M | 17k | 182.01 |
| 2024-03-31 | $3.2M | 17k | 186.81 |
| 2023-12-31 | $3.4M | 20k | 173.89 |
| 2023-09-30 | $2.9M | 19k | 153.84 |
| 2023-06-30 | $3.1M | 19k | 161.19 |
| 2023-03-31 | $2.9M | 19k | 151.76 |
| 2022-12-31 | $2.8M | 19k | 145.07 |
| 2022-09-30 | $2.5M | 19k | 128.54 |
| 2022-06-30 | $2.5M | 18k | 137.47 |
| 2022-03-31 | $2.9M | 18k | 155.71 |
| 2021-12-31 | $2.9M | 19k | 156.65 |